SBI Okasan Asset Management Co.Ltd. Invests $1.86 Million in Datadog, Inc. $DDOG

SBI Okasan Asset Management Co.Ltd. acquired a new position in shares of Datadog, Inc. (NASDAQ:DDOG) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 13,500 shares of the company’s stock, valued at approximately $1,862,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Rothschild Investment LLC raised its stake in shares of Datadog by 126.6% during the 3rd quarter. Rothschild Investment LLC now owns 179 shares of the company’s stock worth $25,000 after purchasing an additional 100 shares in the last quarter. Physician Wealth Advisors Inc. grew its holdings in Datadog by 315.2% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 191 shares of the company’s stock valued at $27,000 after buying an additional 145 shares in the last quarter. Westside Investment Management Inc. grew its holdings in Datadog by 74.3% in the 3rd quarter. Westside Investment Management Inc. now owns 176 shares of the company’s stock valued at $27,000 after buying an additional 75 shares in the last quarter. JPL Wealth Management LLC acquired a new position in Datadog in the 3rd quarter valued at $27,000. Finally, Hazlett Burt & Watson Inc. acquired a new position in Datadog in the 3rd quarter valued at $28,000. Institutional investors own 78.29% of the company’s stock.

Trending Headlines about Datadog

Here are the key news stories impacting Datadog this week:

• Positive Sentiment: Bank of America raised its price target on Datadog to $260 from $225, signaling more upside potential even after the stock’s strong run. MarketScreener article
• Positive Sentiment: Datadog and Carahsoft announced that Datadog for Government achieved FedRAMP High certification, which could expand adoption in the federal market and strengthen its security/observability offering. GlobeNewswire article
• Positive Sentiment: Multiple articles highlighted Datadog as a beneficiary of AI and cloud growth, while Wedbush reportedly added the stock to its AI 30 list, reinforcing the bullish long-term growth narrative. Barchart article
• Neutral Sentiment: Zacks described Datadog as a top-ranked growth stock, which supports the bullish case but does not add a specific new catalyst. Zacks article
• Neutral Sentiment: Goldman Sachs reportedly kept a Sell rating while raising its target, and a large insider sale by CEO Olivier Pomel may temper enthusiasm, though the trade was made under a pre-arranged 10b5-1 plan. Insider trade filing

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on DDOG shares. Canaccord Genuity Group set a $225.00 target price on Datadog in a research report on Friday, May 8th. Needham & Company LLC upped their price objective on Datadog from $155.00 to $225.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. UBS Group upped their price objective on Datadog from $195.00 to $220.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Raymond James Financial upped their price objective on Datadog from $170.00 to $220.00 in a research report on Thursday, May 7th. Finally, Scotiabank upped their price objective on Datadog from $160.00 to $225.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, one has issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $219.69.

Datadog Trading Up 1.5%

Shares of DDOG stock opened at $225.24 on Friday. The stock has a market cap of $80.18 billion, a price-to-earnings ratio of 592.75, a PEG ratio of 41.56 and a beta of 1.30. The stock has a 50-day moving average of $151.89 and a 200-day moving average of $142.34. The company has a current ratio of 3.40, a quick ratio of 3.40 and a debt-to-equity ratio of 0.25. Datadog, Inc. has a 1-year low of $98.01 and a 1-year high of $235.00.

Datadog (NASDAQ:DDOG) last issued its quarterly earnings results on Thursday, May 7th. The company reported $0.60 earnings per share for the quarter, beating the consensus estimate of $0.51 by $0.09. The company had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $960.12 million. Datadog had a return on equity of 4.83% and a net margin of 3.69%.The business’s quarterly revenue was up 32.1% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.46 earnings per share. Datadog has set its FY 2026 guidance at 2.360-2.440 EPS and its Q2 2026 guidance at 0.570-0.590 EPS. On average, equities research analysts forecast that Datadog, Inc. will post 0.61 earnings per share for the current year.

Insider Buying and Selling

In other news, Director Julie Richardson sold 1,930 shares of the stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $185.82, for a total value of $358,632.60. Following the completion of the sale, the director owned 2,106 shares of the company’s stock, valued at approximately $391,336.92. This represents a 47.82% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Yanbing Li sold 19,834 shares of the stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $197.35, for a total value of $3,914,239.90. Following the completion of the sale, the insider directly owned 285,283 shares of the company’s stock, valued at approximately $56,300,600.05. The trade was a 6.50% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 970,661 shares of company stock valued at $148,952,223. Corporate insiders own 6.48% of the company’s stock.

Datadog Profile

Datadog (NASDAQ: DDOG) is a cloud-based monitoring and observability platform that helps organizations monitor, troubleshoot and secure their applications and infrastructure at scale. Its software-as-a-service offering collects and analyzes metrics, traces and logs from servers, containers, cloud services and applications to provide real-time visibility into system performance and health. Datadog’s platform is widely used by engineering, operations and security teams to reduce downtime, accelerate incident response and improve application reliability.

The company’s product suite includes infrastructure monitoring, application performance monitoring (APM), log management, real user monitoring (RUM), synthetic monitoring and network performance monitoring, along with security-focused products such as security monitoring and cloud SIEM.